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Technology Stocks : Dell Technologies Inc.
DELL 127.92+0.4%3:59 PM EST
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To: Sig who wrote (173927)2/18/2004 9:47:19 AM
From: GVTucker  Read Replies (1) of 176387
 
Au contraire, Sig, Dell has made mistakes before, and will make them again. Sometimes the mistakes are Dell's own doing, such as the currency trading debacle, other times they're out of Dell's control, such as the Taiwan quake.

The key is to assess the risks if such a mistake occurs. When the stock was $20 and below, the risk was low. Even if there were a slip up, the downside risk was modest. At $34+, though, the downside risk is much more significant.
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